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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,260 | $109,872-42.4% | $98,483-35.8% | $167,536-62.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 19.61% | 1959.31%-1939.7pp | 1494.38%-1474.8pp | 478.82%-459.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,568 | $4,673+40.5% | $4,276+53.6% | $6,342+3.6% |
| Admin fee / account holder | $45 | $6,757-99.3% | $5,953-99.2% | $12,315-99.6% |